-80.2%
SOHU vs VT
+364.8%
-445.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.1% |
| 7D | -2.5% | -2.0% | -0.5% | -0.4% |
| 30D | -5.2% | -1.4% | -3.8% | -3.8% |
| 3M | -1.0% | +4.7% | -5.8% | -6.5% |
| 6M | -17.7% | +11.4% | -29.1% | -27.7% |
| YTD | -13.7% | +13.1% | -26.7% | -25.4% |
| 1Y | -14.3% | +19.0% | -33.3% | -30.0% |
| 3Y | +37.8% | +73.9% | -36.2% | -28.5% |
| 5Y | -40.8% | +65.4% | -106.2% | -67.6% |
| 10Y | -67.4% | +225.4% | -292.8% | -91.4% |
| All | -80.2% | +364.8% | -445.0% | -96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling